Acorn Wealth Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Acorn Wealth Advisors’s Portfolio WTAI Stock Details WTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,773	Closed	-$243K	–	264
2025 Q1	$243K	Sell	12,773 -443	-3%	-$9.76K	0.1%	201
2024 Q4	$291K	Buy	13,216 +92	+0.7%	+$1.97K	0.12%	173
2024 Q3	$262K	Hold	13,124	–	–	0.11%	186
2024 Q2	$274K	Buy	+13,124	New	+$264K	0.14%	156

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Acorn Wealth Advisors's WTAI Position: Q2 2025 in Review

Acorn Wealth Advisors sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2025, closing a stake of 12,773 shares — an estimated $243K sold.

Acorn Wealth Advisors first reported a position in WTAI in Q2 2024 and held it in 4 quarters. The position peaked at $291K in Q4 2024. 95 funds tracked by Wall St. Rank hold WTAI as of Q2 2025.

Acorn Wealth Advisors reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 12,773 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2025, an estimated $243K.
Acorn Wealth Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and held it in 4 quarters.
Acorn Wealth Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $291K in Q4 2024.
95 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2025.

Based on Acorn Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.